Latest Institutional Transactions on Select Sector Spdr Fund Health (XLV)
This table provides information on the latest institutional transactions involving Select Sector Spdr Fund Health (XLV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-19- 0.49% |
$2.32K - $2.66K
|
3.85K
$554K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
744K+ 2976.8% |
$90.7M - $104M
|
769K
$111M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.62KNew |
$1.17M - $1.35M
|
9.62K
$1.38M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.58KNew |
$193K - $221K
|
1.58K
$227K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
412New |
$50.2K - $57.7K
|
412
$59.3K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
14.2KNew |
$1.73M - $1.99M
|
14.2K
$2.05M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
103New |
$12.6K - $14.4K
|
103
$14.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.48K- 37.75% |
$180K - $207K
|
2.44K
$351K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.5KNew |
$182K - $210K
|
1.5K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.66K- 82.82% |
$1.06M - $1.21M
|
1.8K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
1.25MNew |
$152M - $175M
|
1.25M
$180M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-98- 5.09% |
$11.9K - $13.7K
|
1.83K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
19KNew |
$2.31M - $2.66M
|
19K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-250- 3.22% |
$30.5K - $35K
|
7.51K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.22K- 22.86% |
$514K - $591K
|
14.2K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Broadmark Asset Management LLC
|
BUY
|
- |
102KNew |
$12.4M - $14.2M
|
102K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-350- 12.23% |
$42.6K - $49K
|
2.51K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 263.16% |
$6.09K - $7.01K
|
69
$9.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
7.43KNew |
$905K - $1.04M
|
7.43K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.19K- 6.33% |
$145K - $167K
|
17.7K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-111- 0.57% |
$13.5K - $15.6K
|
19.3K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
30KNew |
$3.66M - $4.2M
|
30K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
12.3K+ 13.81% |
$1.5M - $1.73M
|
102K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
18KNew |
$2.19M - $2.52M
|
18K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
500New |
$60.9K - $70.1K
|
500
$71.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
32.7KNew |
$3.99M - $4.58M
|
32.7K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Continental Advisors LLC
Chicago, IL |
BUY
|
PUT |
37K+ 160.87% |
$4.51M - $5.18M
|
60K
$8.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
6.6KNew |
$804K - $925K
|
6.6K
$949K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-25- 96.15% |
$3.05K - $3.5K
|
1
$144
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.5K- 4.56% |
$183K - $210K
|
31.4K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
CALL |
15KNew |
$1.83M - $2.1M
|
15K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.74KNew |
$212K - $244K
|
1.74K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
61.5KNew |
$7.5M - $8.62M
|
61.5K
$8.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
25New |
$3.05K - $3.5K
|
25
$3.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
49.7KNew |
$6.06M - $6.96M
|
49.7K
$7.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
5.38KNew |
$655K - $753K
|
5.38K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
64New |
$7.8K - $8.97K
|
64
$9.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.51KNew |
$184K - $212K
|
1.51K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.86KNew |
$227K - $261K
|
1.86K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-11- 0.22% |
$1.34K - $1.54K
|
4.94K
$710K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
240New |
$29.2K - $33.6K
|
240
$34.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-2.36K- 31.68% |
$287K - $330K
|
5.09K
$732K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
7.35KNew |
$896K - $1.03M
|
7.35K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-755- 6.12% |
$92K - $106K
|
11.6K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-368- 9.64% |
$44.8K - $51.6K
|
3.45K
$496K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
1.98K+ 23.57% |
$242K - $278K
|
10.4K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.33K+ 96.03% |
$162K - $186K
|
2.71K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
526New |
$64.1K - $73.7K
|
526
$75.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
56+ 10.94% |
$6.82K - $7.85K
|
568
$81.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-35.3K- 92.31% |
$4.31M - $4.95M
|
2.94K
$423K
|